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Small Modular Reactors

Small modular reactors are factory-built units intended to cut the cost and schedule risk of conventional nuclear construction. Most developers are pre-revenue and trade on licensing progress and offtake agreements.

12 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
76	TAM Telemark Asset Management Boston, Massachusetts	$18.1M	+$11.8M	1	2.75%	Increased
77	Artemis Investment Management Edinburgh, United Kingdom	$17.3M	-$2.32M	1	0.2%	Reduced
78	UBS Group Zurich, Switzerland	$17.2M	+$9.53M	2	0.01%	Increased
79	Covea Finance Paris, France	$17.1M	-$481K	1	0.85%	Reduced
80	Canada Life Winnipeg, Manitoba, Canada	$17M	+$1.57M	1	0.04%	Increased
81	DFO Duquesne Family Office New York	$17M	+$17.6M	1	0.84%	New
82	TD Waterhouse Canada Toronto, Ontario, Canada	$16.9M	+$2.86M	2	0.19%	Increased
83	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$16.5M	+$17.1M	1	5.28%	New
84	Jane Street New York	$16.2M	+$2.6M	2	0.01%	Increased
85	Adage Capital Partners Boston, Massachusetts	$16.2M	$0	2	0.04%	Maintained
86	Janus Henderson Group London,	$15.2M	+$12.4M	2	0.01%	Increased
87	SCI S&CO Inc Boston, Massachusetts	$14.7M	+$88.2K	1	1.28%	Increased
88	CU CQS (US) New York	$14.3M	+$6.54M	1	1.87%	Increased
89	Credit Suisse Zurich, Switzerland	$14.1M	-$1.8M	2	0.02%	Reduced
90	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$14.1M	+$9.92M	2	0.17%	Increased
91	GAI General American Investors New York	$14M	-$588K	1	1.37%	Reduced
92	APG Asset Management Amsterdam, Netherlands	$13.7M	+$2.4M	1	0.03%	Increased
93	Wells Fargo San Francisco, California	$13.7M	+$2.14M	2	0%	Increased
94	GRA Goehring & Rozencwajg Associates New York	$13.7M	+$14.2M	1	4.85%	New
95	Pinnacle Associates New York	$12.9M	-$25K	1	0.28%	Reduced
96	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$12.8M	+$1.64M	1	0.02%	Increased
97	ACM Azarias Capital Management Berwyn, Pennsylvania	$12.8M	+$2.48M	1	11.68%	Increased
98	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$12.5M	$0	1	0.4%	Maintained
99	PointState Capital New York	$12M	+$12.4M	1	0.36%	New
100	ArrowMark Colorado Holdings Denver, Colorado	$11.7M	+$5.53M	1	0.14%	Increased